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Diversification as One of Real Estate’s Enduring Qualities

Going the ‘Last Mile’

August 30, 2018

Going the ‘Last Mile’ August 29, 2018 | Beth Glavosek | Blue Vault It’s no secret that e-commerce has taken off exponentially, and part of what drives consumers’ online shopping behaviors is the ability to receive products quickly.   Getting products delivered in as timely a manner as possible requires "reducing the friction.” In a …

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SEC Receives an Earful on ‘Reg BI’

August 16, 2018

SEC Receives an Earful on ‘Reg BI’ August 15, 2018 | Beth Glavosek | Blue Vault Ever since the long-debated Department of Labor (DOL) Fiduciary Rule faded away earlier this year, regulators have attempted to keep the spirit of the ruling alive by implementing a substitute rule.   In April, the Securities & Exchange Commission …

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Blog Post: Are Flat-Fee TAMPs a Boon to RIAs?

August 6, 2018

Blog Post: Are Flat-Fee TAMPs a Boon to RIAs? August 2, 2018 | Beth Glavosek | Blue Vault In an era in which fees have come under scrutiny, one major selling point of the Registered Investment Adviser (RIA) model is the channel’s commitment to transparency, lower fees, and the highest level of fiduciary care.   …

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Why Are More RIAs Looking to Alternatives?

July 19, 2018

Why Are More RIAs Looking to Alternatives? July 19, 2018 | Beth Glavosek | Blue Vault Registered Investment Advisor (RIA) advisers have historically shied away from alternative investments because of the fees associated with them and a lack of access to alternatives on their investment platforms.   However, with adjustments in fee structures that make …

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Industrial: Real Estate’s Hottest Sector?

July 5, 2018

Industrial: Real Estate’s Hottest Sector? July 5, 2018 | Beth Glavosek | Blue Vault According to a recent Wall Street Journal article, development of industrial space in the U.S. is at a 10-year high, and there are no signs of a slowdown any time soon. In fact, roughly 247 million square feet of new industrial …

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Are Hybrid RIAs Changing the Industry?

June 20, 2018

Are Hybrid RIAs Changing the Industry? June 19, 2018 | Beth Glavosek | Blue Vault In the last blog post, we talked about some differences between Independent Broker Dealers, Registered Investment Advisers, and Wirehouses, as well as the types of advisors associated with each firm. RIAs have generally been regarded as completely different models from …

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The World of Investment Advice Professionals

June 7, 2018

The World of Investment Advice Professionals June 6, 2018 | Beth Glavosek | Blue Vault In the last blog post, we offered an overview of the types of firms that sell alternative investments. Within the channels of Independent Broker Dealers, Registered Investment Advisers, and Wire Houses, investors can expect to work one-on-one with an investment professional …

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Overview of Sales Channels

May 24, 2018

Overview of Sales Channels May 23, 2018 | Beth Glavosek | Blue Vault The alternative investment industry has long relied on the Independent Broker Dealer (IBD) channel for its sales; however, a broader array of financial firms are embracing the benefits of income and non-correlation that these products can offer investors seeking diversification into nontraditional …

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Don't Miss Summit 2018!

January 24, 2018

Don’t Miss Summit 2018! January 24, 2018 | Beth Glavosek | Blue Vault   Blue Vault’s fourth annual Broker Dealer Educational Summit will be held Monday, March 12, 2018 - Wednesday, March 14, 2018 at The Alfond Inn, Winter Park, Florida. The Summit gives leading alternative investment product sponsors, including those offering nontraded REITs, BDCs, …

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How the New Tax Law Impacts Commercial Real Estate Investment

January 17, 2018

How the New Tax Law Impacts Commercial Real Estate Investment January 16, 2018 | James Sprow | Blue Vault We can parse the impacts of the new tax law that President Trump signed recently into first effects and secondary effects. Put simply, some provisions are likely to directly affect the cash flows to investors from …

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More on Interval Funds

January 15, 2018

More on Interval Funds January 15, 2018 | Beth Glavosek | Blue Vault In recent weeks, we looked at the characteristics of closed-end interval funds. Like mutual funds, interval funds offer shares continuously that are priced daily based on net asset value (NAV). While open-end mutual funds can be redeemed daily, interval funds only offer …

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Preferred Stocks: Quick Read

January 4, 2018

Preferred Stocks: Quick Read January 4, 2018 | Beth Glavosek | Blue Vault Preferred stock shares have been around for a long time, but what are they and why are they relevant to investors in alternative investments? Capital stack • Holders of preferred stocks have a higher claim on a company’s assets and earnings than …

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Will Real Estate Investors Benefit from Tax Changes?

December 21, 2017

Now that the “Tax Cuts and Jobs Act” has been passed by Congress and signed by President Trump, investors in real estate investment trusts (REITs) and other alternative real estate investments may stand to benefit.

How Interval Funds Compare with Traditional Closed-End Funds

December 7, 2017

How Interval Funds Compare with Traditional Closed-End Funds December 7, 2017 | Beth Glavosek | Blue Vault Last week, we looked at the similarities between closed-end interval funds and mutual funds. Like mutual funds, interval funds offer the transparency, regular valuations, and investor protection elements of the 1940 Act. As a recap, both interval funds …

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An Introduction to Interval Funds

November 30, 2017

Closed-end interval funds are a relatively new way for investors to participate in alternative investments like real estate. But what are they, and how are they different from other real estate offerings?

SEC Filings Part 2: A Closer Look at Some Key Issues

November 16, 2017

SEC Filings Part 2: A Closer Look at Some Key Issues November 15, 2017 | by Beth Glavosek | Blue Vault The Securities and Exchange Commission (SEC) aims to make it as easy as possible for investors to fully research companies before they invest in them. You can use the SEC’s EDGAR database to find answers …

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SEC Filings Part 1: What are All of Those Forms?

November 9, 2017

SEC Filings: What are All of Those Forms?  November 10, 2017 | Beth Glavosek | Blue Vault Reading companies’ Securities and Exchange Commission filings probably doesn’t rank as high on the fun factor as say, watching a good movie or going to a concert. However, they do serve an important purpose. Finding valuable information The SEC …

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America’s Data Centers Deliver Results

October 17, 2017

America’s Data Centers Deliver Results October 13, 2017 | Beth Glavosek | Blue Vault Given the destruction caused by recent hurricanes, it’s impressive to learn that internet service and the cloud remained intact and resilient, even as millions of people lost power or saw their homes and businesses flooded.[1] What makes this connectivity possible, even after catastrophic …

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Do We Need to Re-Think Inflation Expectations?

October 13, 2017

Do We Need to Re-Think Inflation Expectations? October 12, 2017 | James Sprow | Blue Vault One big question that Fed officials and economists generally are grappling with is “What’s happened to inflation?” The standard benchmark that Federal Reserve policy makers have used is an annual consumer price index rising at 2%. The persistence of …

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SEC Working Toward a Proposal on a New Fiduciary Rule

October 5, 2017

On Wednesday, October 4, in a Capitol Hill appearance, Securities and Exchange Commission (SEC) Chairman Jay Clayton told lawmakers that the agency is drafting its own proposal for a fiduciary rule, according to Investment News.

The Art of Wholesaling

September 28, 2017

In an upcoming blog series, Blue Vault is going to examine the role of the wholesaler in the financial services industry.

It’s been said that wholesalers are the ‘muscle’ behind the billions of dollars of fund shares sold through advisors and bought by investors each year. A wholesaler is someone who represents a product sponsor and its offerings. Known for being ‘road warriors’ who travel the country, wholesalers visit advisors and Broker Dealers to educate them about the benefits of the sponsor’s offerings and the unique value they bring to the marketplace of investments.

How Are Markets Rebounding from Harvey?

September 21, 2017

As the city of Houston continues its recovery after Hurricane Harvey and its catastrophic flooding, analysts are starting to size up the long-term implications on the real estate market, real estate investments, and the overall economy.

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Our firm has been using Blue Vault from the first year it was available.

We have found it to be a valuable tool to verify what wholesalers tell us and to dig deep into how the reported investments are really performing.

We appreciate that Blue Vault has expanded its services from initially covering REIT's to now also including BDC's.

Our clients also appreciate that we conduct this additional due diligence on their behalf.

Loreen M. Gilbert President, WealthWise Financial Services Blue Vault July 6, 2016